DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Advisor moves
Arrivals at Choreo, LLC
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Jarrett Steven Heck | Harbour Investments, Inc. independent RIA | Choreo, LLC independent RIA | RIA to RIA | Aug 10, 2026 | Aug 13, 2026 |
| Christopher Duke | MML Investors Services, LLC BD affiliated | Choreo, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 30, 2026 | Aug 6, 2026 |
| Peter Michael Maris | Resource Financial Group, Ltd. independent RIA | Choreo, LLC independent RIA | RIA to RIA | Jul 9, 2026 | Jul 9, 2026 |
| Brian Anthony Pugal | Resource Financial Group, Ltd. independent RIA | Choreo, LLC independent RIA | RIA to RIA | Jul 9, 2026 | Jul 9, 2026 |
| Ryan Michael Thrower | Truist Advisory Services, Inc. BD affiliated | Choreo, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 2, 2026 | Sep 8, 2026 (68 d) |
| Daniel Kenneth Brackett | Focus Partners Wealth, LLC independent RIA | Choreo, LLC independent RIA | RIA to RIA | Apr 23, 2026 | May 6, 2026 |
| Matthew C. Kline | Herbein Financial Group, LLC no RAUM | Choreo, LLC independent RIA | Other | Mar 12, 2026 | Mar 13, 2026 |
| Josh Robert Laychock | Herbein Financial Group, LLC no RAUM | Choreo, LLC independent RIA | Other | Mar 11, 2026 | Mar 17, 2026 |
| William Joseph Fisher | Northeast Financial Group, Inc. mixed wealth | Choreo, LLC independent RIA | RIA to RIA | Mar 5, 2026 | Mar 17, 2026 |
| Donald Dean Mccormick | Insight Wealth Strategies, LP independent RIA | Choreo, LLC independent RIA | RIA to RIA | Mar 5, 2026 | Mar 6, 2026 |
| Anthony Robert Luppi | Insight Wealth Strategies, LP independent RIA | Choreo, LLC independent RIA | RIA to RIA | Mar 5, 2026 | Mar 5, 2026 |
| Peter Christopher Pape | Northeast Financial Group, Inc. mixed wealth | Choreo, LLC independent RIA | RIA to RIA | Mar 5, 2026 | Mar 11, 2026 |
| Thomas Ronald Sylvester | Northeast Financial Group, Inc. mixed wealth | Choreo, LLC independent RIA | RIA to RIA | Mar 5, 2026 | Mar 11, 2026 |
| Dominic Loyola Voiland | Northeast Financial Group, Inc. mixed wealth | Choreo, LLC independent RIA | RIA to RIA | Mar 5, 2026 | Mar 12, 2026 |
| Camerone Vincent Giancaterino | Northeast Financial Group, Inc. mixed wealth | Choreo, LLC independent RIA | RIA to RIA | Mar 5, 2026 | Mar 10, 2026 |
| Kyle O'Neill | Northeast Financial Group, Inc. mixed wealth | Choreo, LLC independent RIA | RIA to RIA | Mar 5, 2026 | Mar 10, 2026 |
| Audrey Blanke | Captrust institutional | Choreo, LLC independent RIA | Other | Oct 18, 2025 | Oct 15, 2025 |
| Abigail Catherine O'Rourke | Savant Wealth Management independent RIA | Choreo, LLC independent RIA | RIA to RIA | Sep 4, 2025 | Sep 3, 2025 |
| Michael Leland Barratt | Avantax Planning Partners, Inc. BD affiliated | Choreo, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 18, 2025 | Aug 5, 2025 |
| Dalton E Bickford | Creative Planning independent RIA | Choreo, LLC independent RIA | RIA to RIA | Aug 5, 2025 | Apr 15, 2026 (253 d) |
| Christa Liane Rubenzer Schonscheck | Cetera Investment Advisers LLC BD affiliated | Choreo, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 9, 2025 | Jul 31, 2025 |
| Matthew Alfonso Casatico | Aldrich Wealth LP independent RIA | Choreo, LLC independent RIA | RIA to RIA | May 2, 2025 | May 21, 2025 |
| Jakob Andrew Boley | Plan2thrive Financial independent RIA | Choreo, LLC independent RIA | RIA to RIA | May 1, 2025 | May 22, 2025 |
| Randy R Beeman | Glass Jacobson Wealth Advisors independent RIA | Choreo, LLC independent RIA | RIA to RIA | Apr 29, 2025 | May 1, 2025 |
| Ryne Henrich | Cetera Investment Advisers LLC BD affiliated | Choreo, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 21, 2025 | Apr 23, 2025 |
| Lisa Antoinette Edwards | Wms Partners, LLC asset manager | Choreo, LLC independent RIA | Other | Feb 18, 2025 | Jan 28, 2026 (344 d) |
| Katherine Anne Burak | Vanguard Advisers, Inc. BD affiliated | Choreo, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 31, 2024 | Apr 20, 2026 (475 d) |
| Peter Thomas Jaworski | LPL Financial LLC BD affiliated | Choreo, LLC other | Other | Dec 20, 2024 | May 23, 2012 |
| Katarzyna Quiroz | Beacon Pointe Advisors, LLC independent RIA | Choreo, LLC independent RIA | RIA to RIA | Dec 9, 2024 | Aug 31, 2026 (630 d) |
| Nickolas Sherek | UBS Financial Services Inc. wirehouse | Choreo, LLC independent RIA | Wirehouse to independent RIA | Dec 2, 2024 | Nov 27, 2024 |
| Candida Marie Weinrick | Morgan Stanley wirehouse | Choreo, LLC independent RIA | Wirehouse to independent RIA | Nov 27, 2024 | Nov 20, 2024 |
| Cameron Jason Rebant | UBS Financial Services Inc. wirehouse | Choreo, LLC independent RIA | Wirehouse to independent RIA | Sep 25, 2024 | Oct 2, 2024 |
| Katherine Grace Bublitz | Hilltop Wealth Advisors, LLC independent RIA | Choreo, LLC independent RIA | RIA to RIA | May 21, 2024 | Jul 12, 2024 (52 d) |
| Alexander Scott James Snyder | Mcf Advisors, LLC mixed wealth | Choreo, LLC independent RIA | RIA to RIA | May 17, 2024 | Jun 10, 2024 |
| Dawn Drewitz | Wells Fargo Advisors wirehouse | Choreo, LLC independent RIA | Wirehouse to independent RIA | Apr 2, 2024 | Jan 2, 2026 (640 d) |
| Wesley Alim | Morgan Stanley wirehouse | Choreo, LLC independent RIA | Wirehouse to independent RIA | Mar 21, 2024 | Sep 25, 2024 (188 d) |
| Linda Kay Winkelman | Bcu Wealth Advisors, LLC independent RIA | Choreo, LLC independent RIA | RIA to RIA | Feb 19, 2024 | May 15, 2024 (86 d) |
| Shawna D Norris | Morgan Stanley wirehouse | Choreo, LLC independent RIA | Wirehouse to independent RIA | Jan 23, 2024 | Oct 2, 2024 (253 d) |
| William George Lowery | Bdo Wealth Advisors, LLC independent RIA | Choreo, LLC independent RIA | RIA to RIA | Nov 2, 2023 | Nov 2, 2023 |
| Barbara Jean Devine | Bdo Wealth Advisors, LLC independent RIA | Choreo, LLC independent RIA | RIA to RIA | Nov 2, 2023 | Nov 2, 2023 |
| Peter Paul Jenkins | Bdo Wealth Advisors, LLC independent RIA | Choreo, LLC independent RIA | RIA to RIA | Nov 2, 2023 | Nov 2, 2023 |
| Matthew Ari Gotlin | Bdo Wealth Advisors, LLC independent RIA | Choreo, LLC independent RIA | RIA to RIA | Nov 2, 2023 | Nov 2, 2023 |
| Trevor Joe Emery | Bdo Wealth Advisors, LLC independent RIA | Choreo, LLC independent RIA | RIA to RIA | Nov 2, 2023 | Nov 2, 2023 |
| Micah John Lang | Bdo Wealth Advisors, LLC independent RIA | Choreo, LLC independent RIA | RIA to RIA | Nov 2, 2023 | Nov 2, 2023 |
| Mark David Biegel | Bdo Wealth Advisors, LLC independent RIA | Choreo, LLC independent RIA | RIA to RIA | Nov 2, 2023 | Nov 2, 2023 |
| James Boyd Waller | Bdo Wealth Advisors, LLC independent RIA | Choreo, LLC independent RIA | RIA to RIA | Nov 2, 2023 | Jan 21, 2026 (811 d) |
| Michael Joseph Lynch | Bdo Wealth Advisors, LLC independent RIA | Choreo, LLC independent RIA | RIA to RIA | Nov 2, 2023 | Nov 2, 2023 |
| Christopher Gerald Widing | Bdo Wealth Advisors, LLC independent RIA | Choreo, LLC independent RIA | RIA to RIA | Nov 2, 2023 | Jan 16, 2025 (441 d) |
| Tracey Elizabeth Richardson | Bdo Wealth Advisors, LLC independent RIA | Choreo, LLC independent RIA | RIA to RIA | Nov 2, 2023 | Nov 2, 2023 |
| David Roman Juzwiak | Bdo Wealth Advisors, LLC independent RIA | Choreo, LLC independent RIA | RIA to RIA | Nov 2, 2023 | Nov 2, 2023 |
| Anne Marie Phelps | Bdo Wealth Advisors, LLC independent RIA | Choreo, LLC independent RIA | RIA to RIA | Nov 2, 2023 | Nov 2, 2023 |
| Eli Nathan Lerner | Bdo Wealth Advisors, LLC independent RIA | Choreo, LLC independent RIA | RIA to RIA | Nov 2, 2023 | Jan 22, 2025 (447 d) |
| April Louise Hayden | Bdo Wealth Advisors, LLC independent RIA | Choreo, LLC independent RIA | RIA to RIA | Nov 2, 2023 | Nov 2, 2023 |
| Zachary Thomas Pearsall | Bdo Wealth Advisors, LLC independent RIA | Choreo, LLC independent RIA | RIA to RIA | Nov 2, 2023 | Nov 2, 2023 |
| Ewa Stella Drabek | Bdo Wealth Advisors, LLC independent RIA | Choreo, LLC independent RIA | RIA to RIA | Nov 2, 2023 | Nov 3, 2023 |
| Dorothy Evelyn Bossung | Bdo Wealth Advisors, LLC independent RIA | Choreo, LLC independent RIA | RIA to RIA | Nov 2, 2023 | Dec 8, 2023 (36 d) |
| Isaac Frederick Franks | Ameriprise Financial Services, LLC national BD | Choreo, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 31, 2023 | Nov 30, 2023 |
| Jeffrey Christopher Brewer | Wealthsource? independent RIA | Choreo, LLC independent RIA | RIA to RIA | Oct 2, 2023 | Feb 14, 2024 (135 d) |
| Craig James Bartlett | Creative Planning independent RIA | Choreo, LLC independent RIA | RIA to RIA | Jul 10, 2023 | Aug 3, 2023 |
| Evan James Stout | Financial Plans & Strategies, Inc. independent RIA | Choreo, LLC independent RIA | RIA to RIA | May 24, 2023 | Oct 19, 2023 (148 d) |
Page 1 of 3Next
172 moves match.